Sr. Financial Planning Analyst
U.S. Venture
Senior Financial AnalystThe Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions. In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.Job ResponsibilitiesEssential Job Responsibilities:Perform detailed financial analysis to support strategic decision-making.Advise and mentor junior analysts, providing guidance and support.Build and maintain complex financial models to forecast and analyze financial performance.Participate in strategic planning activities, offering insights and recommendations.Ensure compliance with company policies, accounting standards, and regulatory requirements.Support budgeting and forecasting processes, providing detailed analysis and insights.Maintain accurate and organized financial records.Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leadersLeverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows — driving greater accuracy and efficiency.Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.Additional Job Responsibilities:Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial SpiritFind A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardizationContinuously learn and develop self professionallySupport corporate efforts for safety, government compliance, and all other company policies & proceduresPerform other related duties as required and assignedQualificationsRequired:Bachelor's degree in Accounting, Finance, or a related field.4 – 7 years of experience in financial planning and analysis or a related field.Strong analytical and problem-solving skills.Proficiency in Microsoft Excel and other financial software.Good organizational and time management skills.Ability to work independently and as part of a team.Strong attention to detail and accuracy.Effective communication and presentation skills.Demonstrated leadership abilities and strategic thinking.Preferred:Additional certifications (e.g., CFA, CPA).Division: Corporate
- ...not a job, who wants to do the work and be recognized for a job well done! The Role - Financial Analyst II The Financial Analyst monitors and analyzes financial performance against plans and forecasts, delivering insights that support tactical and strategic decision-...Suggested
$90k - $108k
Senior Financial Analyst Salary: $90,000-$108,000 Job Type: Full-Time Why You Should Consider This Opportunity High-visibility role with... ...Support the annual budgeting, forecasting, and long-range planning processes Partner with business leaders to review financial...SeniorFull time$90k - $108k
Senior Financial Analyst Salary: $90,000 to $108,000 Job Type: Full-Time Why This Opportunity Stands Out Play a key role in supporting strategic... .... Support budgeting, forecasting, and strategic planning initiatives by providing analysis, insights, and recommendations...SeniorFull time$90k - $105k
...visibility with senior leadership, exposure to cutting-edge AI tools, and a clear path toward leadership opportunities. Senior Financial Analyst Take your finance career beyond reporting. Join a high-impact role where your insights directly influence strategy,...SeniorFlexible hours- ...you’re going to want to be here. Join us and become part of the power behind possible. About The Opportunity Compiles and analyzes financial information for our organization. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates...SeniorWork at officeLocal area
- ...Senior Financial AnalystThe Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader... ...of the business, building models, and strategic planning. The position aims to develop moderate to high levels...SeniorPermanent employmentFull time
$41.71k - $65k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ..., accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About Us...Part timeLocal areaImmediate startDay shift- ...privately held organization. Senior FP&A Analyst Why This Opportunity Stands Out: High... ...Responsibilities for the Senior FP&A Analyst: Deliver financial reporting and provide actionable... ...activities, including long-range planning and three-year financial forecasts Translate...SeniorFlexible hours
- ...retirement advisory, and business management firm. Industry Financial Services Type Privately Held About the Role The... ...wealth management strategies and comprehensive financial planning. This role involves taking ownership of an established client...SeniorImmediate start
$120k - $175k
...possible. About The Opportunity The Sr. Manager, Finance - Operations is... ...leading a team that delivers high-quality financial reporting, analysis, and strategic decision... ...influencing decisions related to business planning, forecasting, capital allocation, and performance...SeniorTemporary workWork at office$70k - $80k
...starting on your first day (for full-time team members) Exclusive Discounts: Save on vehicles, service, and parts Financial Security: 401(k) plan with company match (for full-time team members) Work-Life Balance: Paid holidays (for full-time team members)...Full timeTemporary workWork at officeLocal areaMonday to Friday$20 - $22.5 per hour
...designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the... ...and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending on salary...Temporary workRelocation package- ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that...Work experience placementFlexible hours
- ...Northwestern Mutual in Appleton, Wisconsin, is seeking College Financial Representatives for an internship program. This position allows students to build their financial planning practice with guidance from experts. Responsibilities include prospecting clients, executing...Full timeInternship
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...soul of team members through our Culture of Care.The Associate Operations Finance Business Partner is responsible for supporting the financial activities of the operational business groups and their project management teams. Under the guidance of their leader, this...Full timeWork at officeMonday to FridayFlexible hours
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$65k - $140k
...Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed...Part timeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office- ...manufacturing excellence at our Wisconsin facility dating back to 1889. Financial Analyst Opportunity The primary duties and responsibilities include:... ...in developing the annual budget, including capital project planning, spending allocations, and forecasting. Manage capital...Local area
- ...Financial AnalystThe Financial Analyst will work on a range of projects with a diverse scope and great complexity related to Profitability, P&L analysis... ...to: Bonus, Incentive, Commission, Fair Wage, Retirement Plans, Benefits with HSA Compatible Plans)Growth...
$63.9k - $95.9k
...Purpose StatementActs as a Finance Business Partner to provide financial leadership for the Global Technology function and drives financial... ...job responsibilities remain consistent across all financial analyst job levels with higher levels characterized by increasing levels...Work experience placement- ...range of critical components and engineered solutions that connect, protect, and purify our world. Role: The Production Planning Analyst supports Mativ’s Supply Chain team by executing daily production planning activities to help ensure customer demand is met. This...
- ...backing of a top 10 national firm?CLA is looking to hire a Chief Financial Officer with Retail Industry experiencefor our growing CAAS... ...driver of the overall strategy.Leads financial administration, planning, and budgeting.Frequently partners with client’s leadership on...Full timeWork experience placementWork at officeFlexible hours
$22.5 per hour
...Maintain confidentiality and safeguard sensitive client and financial information. Assist with special projects and process improvement... ...?? ~ Weekly paychecks! ~ Vision Insurance ~ Medical Plan ~ Dental Plan ~401(K) Retirement Savings Plan ~...Permanent employmentWork at officeMonday to Friday- ...Hours Position Summary J. J. Keller is seeking to hire a Financial Analyst who will play a key role in managing subscription revenue... ...forecasts, projections, and business analyses to support planning and decision-making. Present findings, forecasts, and recommendations...Full timeWork at officeLocal area3 days per week
$27 - $33 per hour
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...disability and parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five weeks depending on salary...Temporary workRelocation package- Location Lawrence University , Appleton, WI, 711 East Boldt Way, 54911 Primary Objective The Lawrence University Financial Aid Office is a dedicated, student-centered team committed to delivering exceptional service while thoughtfully stewarding institutional, federal,...Work at office
$129.5k - $194.3k
...hold their team accountable to demonstrating the Plexus Core Values. Leader will focus on evaluating potential, driving succession planning, and ensuring their employees receive the development and coaching required to realize their full potential.All GT leaders are...SeniorContract workWork experience placementWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours
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